Alder Capital
Firm details
- Headquarters
- San Diego, California
- CRD number
- 343367
- Registered since
- August 5, 2026
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Alder Capital is organized as a limited liability company and appears to be a recently formed, SEC-registered investment adviser (registered in 2026). Ownership is held by an individual and the firm is classified as unclassified in the source data. Its stated advisory activities are financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Compensation is by a percentage-of-AUM fee schedule with the potential for performance-based fees. The firm is identified as a capital allocator, is not an active ESG investor, and is not described as a multistate adviser, pension consultant, or related adviser in the available record.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Michael Licosati
Founder and Managing PartnerCRD 3253972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 12626 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
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